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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-01-30 |
Branch Locations
200 W. Madison Ave. Suite 2200, Chicago, IL 60606 • United States
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark Financial, Inc. | Chicago | IL | 11/2015 | 05/2018 |
| Assetmark Brokerage, Llc | Chicago | IL | 05/2016 | 05/2018 |
| School Association For Special Education In Dupage County (Sased | Lisle | IL | 05/2018 | 01/2019 |
| Designer Shoe Warehouse (Dsw) | Bolingbrook | IL | 07/2018 | 02/2019 |
| Assetmark Financial Holdings, Inc. | Chicago | IL | 01/2019 | Present |
| Assetmark Brokerage, Llc | Chicago | IL | 01/2019 | Present |
AssetMark Financial Holdings, Inc. (Parent Company) - In Concord, CA - Investment Related - Employment start date - 01/2019 - 160 hrs/ monthly, Sales Consultant Specialist Team Leader of AssetMark, Inc. - A registered Investment Adviser - In Concord, CA - Affiliate of AssetMark Brokerage, LLC. - Investment Related;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-28 |
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